MWPCG
IIM icon

Measured Wealth Private Client Group’s Invesco Value Municipal Income Trust IIM Stock Holding History

Measured Wealth Private Client Group’s Portfolio IIM Stock Details IIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.2K Hold
1,334
– – ﹤0.01% 519
2025
Q4 		$16.4K Hold
1,334
– – ﹤0.01% 512
2025
Q3 		$16.7K Buy
+1,334
New +$15.7K ﹤0.01% 501

Other funds holding IIM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Measured Wealth Private Client Group's IIM Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Invesco Value Municipal Income Trust (IIM) position steady in Q1 2026 at 1,334 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Measured Wealth Private Client Group first reported a position in IIM in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.7K in Q3 2025. 95 funds tracked by Wall St. Rank hold IIM as of Q1 2026.

  • Measured Wealth Private Client Group held 1,334 shares of Invesco Value Municipal Income Trust worth $16.2K as of Q1 2026.
  • Measured Wealth Private Client Group left its Invesco Value Municipal Income Trust share count unchanged in Q1 2026.
  • Invesco Value Municipal Income Trust made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #519 holding.
  • Measured Wealth Private Client Group first reported a position in Invesco Value Municipal Income Trust in Q3 2025 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's Invesco Value Municipal Income Trust position peaked at $16.7K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Invesco Value Municipal Income Trust as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.